See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT GROUP Service code 12 · EIN 62-1868111 | Direct payment from the plan; Recordk... | $37,788 |
Filed as: FIDELITY Service code 19 · EIN 04-3523567 | Securities Custodian | $6,883 |
Filed as: RELIANCE-FIDELITY Service code 12 | Direct payment from the plan; Account... | $3,363 |
RELIANCE TRUST COMPANY2+ years Service code 12 · EIN 58-1428634 | Claims processing; Direct payment fro... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,305 | $75,183+77.3% | $123,892+7.6% | $55,167+141.6% |
| Participation rate | 92.9% | 72.8%+20.0pp | 81.4%+11.4pp | 69.0%+23.9pp |
| Annual return | 13.01% | 19.01%-6.0pp | 47.52%-34.5pp | 169.23%-156.2pp |
| Employer contribution / active EE | $2,490 | $2,823-11.8% | $4,617-46.1% | $1,963+26.9% |
| Participant deferral / active EE | $7,973 | $5,084+56.8% | $5,984+33.2% | $3,054+161.0% |
| Admin fee / account holder | $198 | $663-70.1% | $8,357-97.6% | $504-60.7% |